SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-10 |
| Reported value | $228,777,273 |
| Positions | 125 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| APPLE INC | AAPL | COM | $18,626,156 | 64,371 |
| VANGUARD SCOTTSDALE FDS | VCSH | SHRT TRM CORP BD | $11,874,930 | 150,258 |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $11,633,068 | 23,248 |
| KEYCORP | KEY | COM | $11,043,788 | 479,123 |
| DIMENSIONAL ETF TRUST | DFAC | US CORE EQUITY 2 | $9,272,156 | 209,020 |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $8,713,310 | 101,152 |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $8,477,176 | 35,826 |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $7,703,987 | 242,951 |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $7,273,531 | 9,740 |
| PIMCO ETF TR | PYLD | MULTISECTOR BD | $7,009,456 | 264,308 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.